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The company

BlackRock Energy and Resources Trust

BGR · NYSE

FinancialsFunds, Shells & SPACs

BGR stood above a rising 150-day average in 46 of the last 52 weekly readings, including each of the last 15 weeks. It is 10.7% above that average now. Financials: 43% of its 740 stocks in an uptrend (−14 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
15 in a row
Insider buys, 12 months
$129K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
87 (+5)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 46 of 52 weeks.

20 Apr – 19 Oct
44%53%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$124KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months0
Buyers · sellers1 · 0
WhoDidSharesTraded
Stephen Thomas MinarVice Presidentbought850at $14.9010 Feb 2026filed 12 Feb 2026
Stephen Thomas MinarVice Presidentbought270at $14.9310 Feb 2026filed 12 Feb 2026
Stephen Thomas MinarVice Presidentbought1,300at $14.9110 Feb 2026filed 12 Feb 2026
Stephen Thomas MinarVice Presidentbought1,900at $14.9110 Feb 2026filed 12 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders87+5 on the quarter
New · exited13 · 8
Reported value$91.6M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
MORGAN STANLEYreduced · filed 13 Aug 20261,217,122$18.0M-198,919−14.0%
Invesco Ltd.added · filed 14 Aug 2026438,330$6.5M+51,359+13.3%
WELLS FARGO & COMPANYadded · filed 14 Aug 2026403,501$6.0M+13,456+3.4%
WOLVERINE ASSET MANAGEMENT LLCadded · filed 10 Aug 2026320,379$4.7M+123,871+63.0%
Cypress Capital Management LLC (WY)added · filed 6 Aug 2026281,912$4.2M+15,998+6.0%
RAYMOND JAMES FINANCIAL INCreduced · filed 14 Aug 2026266,994$4.0M-33,960−11.3%
Thomas J. Herzfeld Advisors, Inc.added · filed 10 Aug 2026238,075$3.5M+56,959+31.4%
Allspring Global Investments Holdings, LLCadded · filed 13 Aug 2026237,874$3.5M+222,519+1449.2%
Advisors Asset Management, Inc.added · filed 14 Aug 2026231,787$3.4M+18,443+8.6%
ABSOLUTE INVESTMENT ADVISERS, LLCreduced · filed 21 Jul 2026216,502$3.2M-11,978−5.2%
31 Mar 2023 – 30 Jun 2026
607386Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Stephen Thomas Minar Company insiderVice President · last 10 Feb 20261 · 0
Alastair Bishop Company insiderOther · last 30 Jan 20260 · 0
Kyle McClements Company insiderOther · last 30 Jan 20261 · 0
Mark Hume Company insiderOther · last 30 Jan 20260 · 0
Christopher Accettella Company insiderOther · last 31 Jan 20250 · 0
John Perlowski Company insiderDirector, Officer · last 13 Apr 20211 · 2
Company insiderDirector · last 17 Dec 20200 · 0
Frank Fabozzi Company insiderDirector · last 17 Dec 20200 · 0
Robert Glenn Hubbard Company insiderDirector · last 17 Dec 20201 · 0
Henry Gabbay Company insiderDirector · last 16 Jan 20193 · 1
Catherine A. Lynch Company insiderDirector · last 15 Oct 20180 · 0
Karen P. Robards Company insiderDirector · last 15 Oct 20181 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.